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- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
Build reporting applications and dashboards using the different MicroStrategy objects
Key Features
- Learn the fundamentals of MicroStrategy
- Use MicroStrategy to get actionable insights from your business data
- Create visualizations and build intuitive dashboards and reports
Book Description
MicroStrategy is an enterprise business intelligence application. It turns data into reports for making and executing key organization decisions. This book shows you how to implement Business Intelligence (BI) with MicroStrategy. It takes you from setting up and configuring MicroStrategy to security and administration.
The book starts by detailing the different components of the MicroStrategy platform, and the key concepts of Metadata and Project Source. You will then install and configure MicroStrategy and lay down the foundations for building MicroStrategy BI solutions. By learning about objects and different object types, you will develop a strong understanding of the MicroStrategy Schema and Public Objects. With these MicroStrategy objects, you will enhance and scale your BI and Analytics solutions.
Finally, you will learn about the administration, security, and monitoring of your BI solution.
What you will learn
- Set up the MicroStrategy Intelligence Server and client tools
- Create a MicroStrategy metadata repository and your first Project
- Explore the main MicroStrategy object types and their dependencies
- Create, manipulate, and share Reports
- Create and share Dashboards
- Manage Users and Groups
Who this book is for
This book is for Business Intelligence professionals or data analysts who want to get started with Microstrategy. Some basic understanding of BI and data analysis will be required to get the most from this book.
Fernando Carlos Rivero Esqueda is a Mexican BI professional with 18 years of MicroStrategy (MSTR) experience. He earned a BS in electronic systems and two master's degrees: IT management, and an MBA from the university of Massachusetts. He is studying for an MA on Human and Family Development. He worked for 8 years for MSTR as a consultant, instructor, and educational mgr., attaining the highest possible certification: MicroStrategy Certified Engineering Principal. He taught MSTR to more than 1200 people, from consultants and directors to college students. He works now as a BI engineer for a well-known retailer in Seattle. His passion and love are his wife and kids. Fernando likes photography, piano, karate, and playing Pokémon Go with his kids. To contact him search for MBA Fernando Rivero.Sie lesen das E-Book in den Legimi-Apps auf:
Seitenzahl: 170
Veröffentlichungsjahr: 2018
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MicroStrategy Quick Start Guide
Copyright © 2018 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
Commissioning Editor: Amey VarangaonkarAcquisition Editor: Reshma RamanContent Development Editor: Mohammed Yusuf ImaratwaleTechnical Editor: Jinesh TopiwalaCopy Editor:Safis EditingProject Coordinator: Hardik BhindeProofreader: Safis EditingIndexer: Priyanka DhadkeGraphics: Jason Monteiro / Fernando Carlos Rivero EsquedaProduction Coordinator: Aparna Bhagat
First published: September 2018
Production reference: 1270918
Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.
ISBN 978-1-78913-624-1
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Foreword
Intelligence. What does it really mean? Definitions vary from the ability to acquire and apply knowledge and skills to the capacity for understanding to the aptitude to perceive and comprehend the meaning of things that our mind turns into concepts. The truth is that there are as many definitions of intelligence as there are individuals trying to describe it. Experts have even categorized intelligence as cognitive, social, emotional, artificial, artistic, digital, business, and so on. You name it!
Truly exceptional leaders, those that are called transformational or disruptive, are considered intelligent in at least two of these categories.
I strongly believe that Fernando Rivero is part of this privileged group of transformational leaders. More than 20 years ago, I had the opportunity to recruit him as a MicroStrategy intern, pioneering business intelligence in markets struggling to understand and implement ERP systems and geographies, where BI was just a buzzword, a nice to have, and Decision Support Systems were perceived as a useless luxury with no clear idea of the potential benefits they might bring to companies' performance.
I witnessed Fernando's personal and professional growth for some years, as BI and DWH offerings were consolidated by the largest IT providers in the industry and transformed from BI to data mining to analytics, big data, IOT, and so on, incorporating web, mobile, and cloud computing technologies. Very few companies survived this consolidation, NASDAQ catastrophes, and other setbacks to remain faithful to their original principles and technological vision to continuously deliver innovative ways to transform data into valuable information for decision makers.
MicroStrategy Quick Start Guide is the result of Fernando's ability to explain extremely complicated ideas in a very simple way. He has transformed highly technical manuals into a billboard for dummies, depicting data models, dimensions, facts, attributes, metrics, and relationships as simple building blocks, understandable to any common user, and has changed the way in which business analytics should be described. He has even developed his own philosophy and manuals to instruct various attendees (consultants, power, and end users) in his MicroStrategy's training sessions.
MicroStrategy Quick Start Guide is a practical, step-by-step toolkit that will guide the reader through the ropes to know of this marvelous BI platform. It clarifies MicroStrategy's architecture and its powerful engine logic, covering the platform's components and information delivery channels. It addresses the MicroStrategy features that are necessary for any BI or data analytics implementation, such as design, development, visualization, connectivity, security, administration, security, and monitoring, among others, in a friendly manner.
I am confident that you will find this guide extremely useful, regardless of your level of training or expertise with MicroStrategy, and that it will be a critical factor in the success of your BI or analytics initiatives.
Juan Pablo Martinez
Former CEO, Active Data Systems
Channel Sales Manager, Informatica Mexico
I first met Fernando Rivero in 2004. Two of the people in my consulting practice at the time had been raving about their favorite professor of business intelligence at their alma mater. A short time later, by chance, that man's résumé landed on my desk. Fernando, the softly spoken professor, joined our practice and quickly became the preferred advisor to C-level executives at Fortune 500 retailers, financial services firms, and more.
Business intelligence, after all, is the science of turning the mounds of data that every company has floating around their organization into actionable information. I think of a company's data as being like the random stuff that most people have in their garage. It's not very useful in its current state. But if you can turn a random assortment of information into a way to save a company millions in expenses, or reveal a potential new line of business, then suddenly you become a very sought-after person.
Fernando was that rare consultant with deep technical mastery, along with a knack for efficiently explaining complex topics to others. In my quarter-century of leading technical consultancies, I've met few others like him.
In this book, Fernando uses the same easy-to-understand tone that made him popular with CIOs and college students alike, and reveals the essential information needed to become the resident expert in MicroStrategy business intelligence. He starts with the basics of installation and setting up your MicroStrategy work space (or project). Very quickly, you will be learning some of the advanced features that will capture the interest of business users, such as setting up drill maps, creating visual reports, and supporting self-service enthusiasts.
This book provides the reader with an incredibly efficient means of reaching proficiency with MicroStrategy products, and will set you on the path to being a business intelligence leader. The lab approach to the material keeps your hands on the keyboard to maximize your retention. It is compact, to the point, and chock full of what you need to know.
Happy learning!
Rob Jammes
Former Professional Service Director, MicroStrategy Inc.
Professional Services Executive, Imperva
Contributors
About the author
Fernando Carlos Rivero Esqueda is a Mexican BI professional with 18 years of MicroStrategy (MSTR) experience. He earned a BS in electronic systems and two master's degrees: IT management, and an MBA from the university of Massachusetts. He is studying for an MA on Human and Family Development. He worked for 8 years for MSTR as a consultant, instructor, and educational mgr., attaining the highest possible certification: MicroStrategy Certified Engineering Principal. He taught MSTR to more than 1200 people, from consultants and directors to college students. He works now as a BI engineer for a well-known retailer in Seattle. His passion and love are his wife and kids. Fernando likes photography, piano, karate, and playing Pokémon Go with his kids. To contact him search for MBA Fernando Rivero.
About the reviewers
Cesar Izazaga is a MicroStrategy expert who has worked as a business intelligence consultant over the past 10 years. Some of his clients include Intel, Visa Inc, and Rogers Communications.
His business intelligence career started back in college when he took a course taught by Fernando, where he quickly fell in love with data analysis.
He lives in Mexico with his wife and daughter and their two overactive dogs.
Victor Lozano Perales has some IT companies known as SISMEX Group since 2001; one of its focuses is BI. He is Mexican and earned his BS in Computer Science with Excellence Honors, Best in Class, from ITESM in Monterrey MX. He is a MicroStrategy Certified Developer and one of his roles at SISMEX is to lead BI the consultancy.
Prior to SISMEX's foundation, he was a software engineer for an international IT company, gaining professional and personal experience in the US, and then for one of the most important newspapers in Mexico.
He likes to help people and enjoys technology and entrepreneurship. He loves his family and enjoys watching movies with them. Exercise and good nutrition is his key, to healthy living for the love of his family and himself.
Felipe Vilela has worked for many years with system development, and then started working in BI/DW, mainly using MicroStrategy, more than 8 years ago. He worked with many companies in Brazil and the United States, implementing MicroStrategy projects, customizing, and administrating the tool. He taught BI/DW and MicroStrategy to many companies using the company's, personal, and MicroStrategy's official courses. He also has a blog (www.vilelamstr.com). He was one of the MicroStrategy mobile app developers at MicroStrategy World 2016 and 2017. He has more than 30 MicroStrategy certifications, including the MCEP.
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Table of Contents
Title Page
Copyright and Credits
MicroStrategy Quick Start Guide
Dedication
Packt Upsell
Why subscribe?
packt.com
Foreword
Contributors
About the author
About the reviewers
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the example code files
Download the color images
Conventions used
Get in touch
Reviews
Architecture - Installing and Configuring MicroStrategy
MicroStrategy architecture
Main server components
The MicroStrategy Intelligence Server
MicroStrategy Web and Mobile servers
Client applications
For developers
For administrators
For users and analysts
Installation and configuration
Prerequisites
System requirements
Windows installation
Unix/Linux installation
The MicroStrategy metadata
Creating and configuring MicroStrategy metadata
Intelligence Server configuration
Project sources (2-tier and 3-tier)
4-Tier configuration (MicroStrategy Web and/or Mobile)
Summary
Project Design - Creating Your Project Foundation
MicroStrategy Objects
Framework to learn about MicroStrategy Objects
MicroStrategy Analytics Modules
MicroStrategy Developer
MicroStrategy Projects
Project structure
Exercise – create your first Project
Your building blocks – Schema Objects
Exercise – updating Schema
The Source – Tables
Warehouse Catalog
Table structure
Exercise – Import a few Tables
Business raw measures – Facts
Exercise – creating Facts
Business context – Attributes
Understanding the Attribute Editor
Exercise – creating Attributes
Grouping business context – Hierarchies
Exercise – Creating user Hierarchies
Comparing data across time – Transformations
Summary
Basic Reporting - Building Your First Reports
Your analyzing blocks – Public Objects
Your main analysis tool – Reports
Understanding the Report Editor
Exercise – create your first Report
Understanding Local Objects versus External Objects
Exercise – searching for components and dependents
Reusing your report designs – Templates
Limiting your data – Filters
Filters from Attributes
Filters from Metrics
Filters from Reports
Exercise – creating some Filters
Business calculations – Metrics
Describing the types of Metrics
Defining the report level
Understanding the Metric editor and components
Exercise – creating some Metrics
Performing Report manipulations
Manipulation – Autostyle format
Manipulation – Grand total
Manipulation – Subtotal
Manipulation – Pivoting
Manipulation – Page-by
Manipulation – Sorting
Manipulation – Exporting
Manipulation – Graph view
Manipulation – SQL view
Manipulation – Drilling
Manipulation – Derived Metrics
Manipulation – View Filters
Manipulation – Thresholds
Summary
Advanced Reporting - Interacting with and Improving Your Reports
Grouping data together – Custom Groups and Consolidations
Exercise – create a Custom Group
Exercise – creating a Consolidation
Dynamic filtering and report creation – Prompts
Understanding types of Prompts
Exercise – create some prompted Reports
Drilling paths – Drill maps
Exercise – create a Custom Drill Map
Publishing data sources – iCubes
Summary
Dashboarding - Creating Visual Reporting
Importing Data
Exercise – import data
Creating enterprise-certified dashboards – Documents
Document structure
Document controls
Exercise – creating a basic document
For the self-serving enthusiasts – web Dashboards
Exercise – creating a dashboard
Summary
Security - Managing Your Users and Their Access
Your management blocks – Configuration Objects
MicroStrategy Developer Administration
MicroStrategy security levels
Project-level security
Profiles for accessing Projects – Users and Groups
Exercise – creating your first User
Exercise – creating a User Group
Grouping privileges together – Security Roles
Exercise – creating and assign a Security Role
Object-level security
Permissions
Permissions groups
Exercise – setting permissions
Data-level security
Limiting the data by user – Security Filters
Exercise – create and assign a Security Filter
Summary
Administration - Maintaining and Monitoring Your Project
Database connectivity in MicroStrategy
Connecting to your source – Database Instances, Connections, and Logins
Exercise – Establish connectivity to a new database
Improving Reporting Performance – MicroStrategy Cache
Automating tasks – Schedules
Defining Triggers – Events
Refreshing your data – Subscriptions
Exercise – Subscribing your Reports
Monitoring your Project – MicroStrategy Developer Monitors
Jobs Monitor
Useful tips
User Connections Monitor
Useful tips
Database Connections Monitor
Useful tips
Caches Monitor
Operations for Caches
Operations for Intelligent Cubes
MicroStrategy Administrative Clients
Migrating your Objects – Object Manager
Comparing your Reports – Integrity Manager
Automating Scripts – Command Manager
Exercise – Using Command, Object, and Integrity Managers
Summary
Quick Reference Tables by Object Type
Schema Objects
Application / Public Objects
Configuration Objects
Other Books You May Enjoy
Leave a review - let other readers know what you think
Preface
Founded in 1989, MicroStrategy has been consistently recognized by Gartner as a business intelligence and analytics leader in technology. For almost 30 years, companies and organizations all over the world have trusted MicroStrategy to provide them with one of the best analytics, reporting, and mobile platforms. Nevertheless, the MicroStrategy platform can be daunting at first sight. The amount of concepts and information about MicroStrategy, combined with so many advanced features, a steep learning curve, costly courses, and limited literature, could discourage almost anyone. Moreover, the few books in the market are focused on advanced features and written for an audience with some degree of experience in business intelligence and reporting applications.
This book's objective is to help users and developers take the first step toward learning MicroStrategy by providing a good, solid foundation in a format that is easy to read and understand. The base concepts and skills learned by completing this book will aid the audience in moving to the next level in their knowledge of MicroStrategy.
Who this book is for
This book is tailored toward business and information technology professionals with little or no experience in MicroStrategy, who want to learn the basics and start building reports right away. Also, this book can be easily adopted by professionals with experience in other business intelligence reporting platforms and tools.
What this book covers
Chapter 1, Architecture – Installing and Configuring MicroStrategy, introduces the reader to MicroStrategy, how its technology fits into the business intelligence spectra, and how it satisfies information demands for any organization. MicroStrategy architecture is presented and explained. Client applications, such as Developer and Web, are described, as well as server components. This chapter also describes how to install the MicroStrategy Intelligence Server, as well as the client tools used to build and maintain MicroStrategy Reports and analytics objects.
Chapter 2, Project Design – Creating Your Project Foundation, teaches the reader about MicroStrategy Objects, specifically about Schema Objects, which are used to create an abstraction or model of an analytical database or data warehouse. These objects serve as the foundation for the MicroStrategy Project. Each object is described and explained: what it its main purpose; how to build it, in terms of what its components are; and where it can be reused.
Chapter 3, Basic Reporting – Building Your First Reports, introduces to the reader the Public or Application Objects and how these objects are built from Schema Objects. The first reporting objects, such as Templates, Filters, and Metrics, are described and explained. At the end of the chapter, several Report manipulations are described.
Chapter 4, Advanced Reporting – Interacting with and Improving Your Reports, continues to introduce new Public Objects to the reader; this time, they are objects that will allow them to step up their analysis, flexibility, and performance. Intelligent Cubes are discussed and explained as a way to publish information so that MicroStrategy reporting applications can consume it.
Chapter 5, Dashboarding – Creating Visual Reporting, covers visual information and dashboarding. It shows the reader how to import a data source and then create a Dashboard using Public Objects for enterprise-certified reporting, or to create a web Dashboard using self-service tools.
Chapter 6, Security – Managing Your Users and Their Access, introduces Configuration Objects to the reader, and covers the main security levels in MicroStrategy. Some of these objects allow administrators to set up security profiles and permissions to access objects and to create Users and Groups.
Chapter 7, Administration – Maintaining and Monitoring your Project, expands the knowledge about other Configuration Objects describing those which allow system administrators to perform tasks such as establishing database connectivity and scheduling data refreshes for their Reports and Intelligent Cubes. Then, the main system monitors are presented and described. Finally, three Administrative client tools are described: Object Manager, Command Manager Integrity Manager.
Appendix,
